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Cents & Sensibility: The Practical Guide to Money & Aging
 
 
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Cents & Sensibility: The Practical Guide to Money & Aging [Paperback]

Martin Finn (Author), John Lavelle (Contributor)

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Book Description

August 23, 2006
Whether you’re retired, approaching retirement, or caring for an aging loved one, Cents & Sensibility: The Practical Guide to Money & Aging offers candid legal advice and effective, manageable strategies for financial planning, asset protection, and confident senior living.

From investment and allocation plans to housing and long-term care, and through concrete legal insight and everyday examples, Cents & Sensibility shows you how to maximize your income and protect what you’ve earned—regardless of your current tax bracket. Authors Martin S. Finn and John H. Lavelle use their considerable experience as attorneys and financial planners to bring you the latest information on

  • Wills, trusts, and philanthropy
  • Tax benefits and planning techniques
  • Insurance coverage and out-of-pocket expenses
  • Family and asset protection
  • Relocation, housing, and downsizing

An enlightening, pragmatic look at complex issues, Cents & Sensibility is an indispensable financial handbook, a must for every fiscally responsible individual—and for those who wish to be!


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About the Author

Martin S. Finn and John H. Lavelle are attorneys, certified public accountants and the founding partners of Lavelle & Finn, LLP, a law firm in Latham, NY. They have authored numerous articles and books and are prolific and sought after speakers on the topics of estate, financial, tax, elder law and family business planning.

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Inside This Book (learn more)
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
basic estate planning, estate tax planning, income tax planning, retirement housing, medigap plans, provisional income, incapacity planning, estate tax exemption, revocable trust, permanent insurance, creditor protection
Key Phrases - Capitalized Phrases (CAPs): (learn more)
Social Security, New York, Investment Planning, Savings Bonds, Charitable Thoughts, Indispensable Insurance, Year One, Bypass Trust
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Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
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